Average salary: $30,120 /yearly

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  •  ...provide permanent benefits for union and association members across the United States. We are...  ...inquiries Booking appointments w/ clients to go over their coverage options Collaborate...  ...ethics • Goal-Driven: Demonstrated success in setting and surpassing ambitious... 
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    Full time
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    Globe Life American Income Division: Sparby Organization

    Fort Myers, FL
    15 hours ago
  •  ...plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are...  ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing... 
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    Work experience placement
    Casual work
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    Local area
    Relocation
    Relocation package
    Day shift

    Arrive Logistics

    Tampa, FL
    3 days ago
  •  ...people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors... 
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    Provenance Wealth Advisors

    West Palm Beach, FL
    15 hours ago
  •  ...Job Description Client Success Associate Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers... 
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    Part time
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    SMArtX Advisory Solutions

    West Palm Beach, FL
    4 days ago
  •  ...the Financial Advisor keep management systems up-to-date with client information • educate clients on account services and...  ...diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our... 
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    Flexible hours

    UBS

    Miami, FL
    3 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's Kendall Place... 
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    PNC Financial Services Group

    Miami, FL
    12 days ago
  •  ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities... 
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    Internship
    Flexible hours

    Gartner

    Fort Myers, FL
    4 days ago
  •  ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal... 
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    PowerToFly

    Doral, FL
    3 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial...  ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal... 
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    Morgan Stanley

    Miami, FL
    4 days ago
  •  ...Raymond James Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch...  ...transfer of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment,... 
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    Raymond James Financial Services

    Miami, FL
    1 day ago
  •  ...Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description...  ...transfer of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment,... 
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    Full time
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    Raymond James

    Boca Raton, FL
    3 days ago
  •  ...advisors and their prospective and existing clients and other branch staff team members....  ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...  ...ensure all assets and cost basis were successfully received.* Monitors available cash awaiting... 
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    BBF Wealth

    Coral Gables, FL
    23 hours ago
  • $50.63k - $85k

     ...Client Service Associate, Investments, Miami, FLCountry: United States of America**Your Journey Starts Here:**Santander is a global leader and...  ...supported by a culture of engagement and a commitment to your success.An exciting journey awaits, if you are interested in... 
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    Home office

    Banco Santander SA

    Doral, FL
    3 days ago
  •  ...Overview As a Client Service Associate within PNC Private Bank, you will be based in Ft. Lauderdale, FL. The position is primarily based...  ...Leaders on client-related activities. Qualifications Successful candidates must demonstrate appropriate knowledge, skills,... 
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    PNC

    Fort Lauderdale, FL
    4 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based in Clearwater, FL at the Gulf to Bay branch. PNC will... 
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    Part time
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    PNC Financial Services Group

    Clearwater, FL
    4 days ago
  • $50k - $55k

     ...becoming part of a company that values its people, invests in their growth, and creates long-term pathways for success. Job Description The Client Service Associate will play an essential role in ensuring a seamless, positive experience for our clients. This position... 
    Full time

    Alphabe Insight Inc

    Doral, FL
    3 days ago
  •  ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can... 
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    Immediate start

    Stifel Financial

    Boca Raton, FL
    1 day ago
  •  ...enjoy building strong relationships with clients, then look no further and apply today!...  ...our team as a Seasonal Client Support Associate and be the friendly face for all those...  ...re always championing your professional success and personal goals. Enjoy a flexible schedule... 
    Extra income
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Jackson Hewitt COO

    Kissimmee, FL
    2 days ago
  •  ...secure, transparent, and accessible solutions.   For more information, visit     Candidate Profile: The Technical Client Success Associate (TCSA) is a key member of the Client Success team, serving as a primary technical point of contact post-sale. They are... 
    Full time
    Immediate start
    Remote work
    Weekend work
    Afternoon shift

    SOE Software Corporation

    Tampa, FL
    9 days ago
  • $48k - $68.8k

     ...Job Description: Job Title Reg Client Classification - Associate Corporate Title Associate Location Jacksonville, FL Overview...  ...collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We... 
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    Deutsche Bank

    Jacksonville, FL
    15 hours ago
  •  ...About the Role: We are seeking motivated individuals to join our growing remote team as a Client Strategy Associate. This is an entry-level opportunity designed for candidates who are eager to learn, work with clients, and develop long-term leadership skills. No prior... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Jacksonville, FL
    4 days ago
  •  ...Registered Private Wealth Client Associate Tampa, Florida;Atlanta, Georgia; Miami, Florida; Miami, Florida; Charlotte, North Carolina; Palm Beach Gardens, Florida; Miami, Florida; Coral Gables, Florida To proceed with your application, you must be at least 18 years... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Tampa, FL
    2 days ago
  •  ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (... 
    Internship
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Boca Raton, FL
    3 days ago
  •  ...Corporate Actions Client Support Associate Director Join to apply for the Corporate Actions Client Support Associate Director role at The Depository...  ...preferred or equivalent experience Talents Needed For Success Highlights the expected benefits of new actions and... 
    Full time
    Temporary work
    Remote work
    Flexible hours

    The Depository Trust & Clearing Corporation

    Tampa, FL
    3 days ago
  • $28k

     ...:**   - Develop and execute sales strategies to acquire new clients in need of recruiting and staffing services. - Identify, qualify...  ...and account managers, to ensure client satisfaction and successful delivery of services. - Track sales metrics, provide regular... 
    Permanent employment
    Work at office
    Remote work

    Luxus

    Orlando, FL
    more than 2 months ago
  • $60k - $80k

     ...firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Tampa...  ...an experienced, sharp, and highly motivated Client Service Associate. This individual will provide proactive, in-office support to financial... 
    Full time
    Work at office

    TalentWealth

    Tampa, FL
    16 days ago
  •  ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 

    Jackson Hewitt

    Land O Lakes, FL
    2 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through... 
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    Local area

    Morgan Stanley

    Miami, FL
    3 days ago
  •  ...investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSAs primary responsibility is to support Financial... 
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    Local area

    Oppenheimer & Co.

    Fort Lauderdale, FL
    3 days ago
  •  ...A financial services company in Fort Lauderdale is seeking a Registered Client Service Associate to enhance client relationships and provide administrative support. Responsibilities include assisting Financial Advisors, executing transactions, and onboarding clients.... 
    Work at office

    PowerToFly

    Fort Lauderdale, FL
    15 hours ago